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A powerful night celebrating the mission behind the @maestrocares , founded by @marcanthony and Henry Cárdenas, and hosted beautifully by @perlatamezcasasnovas — an evening fueled by purpose and community. ✨

Grateful to share it with my good friends and @executivelatinocouncil members, @pichon_founder , and @lizbeth_4.0 , who continues to make waves with her Forbes-recognized @tequila.poderrosa — one of the few women leading and redefining the industry. 🌸

The iconic @evalongoria & @jbalvin showed entertainment titans and their work behind the scenes in efforts to amplify their impact, bravo!

Looking forward to taking over Wall Street again next year! taken in Wall Street, New York by @uli_boom

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a year ago

Conversations with the Unstoppable…

By @thediegomgarcia 📺🎞️🎥 by @uli_boom

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3 months ago

An iconic day celebrating the opening of our West Loop office and my transition to Managing Director. To share this with my boys, family and community leaders is humbling.
Beyond grateful for the support, encouragement, and love from everyone who made this milestone possible. Here’s to a new chapter and making a bigger impact!

Here we will keep building a Forbes recognized, national financial planning practice, paired with building a growing firm which will resemble the likes of the United Nations, here in Chicago.

Stronger Together!

Shout out to @_crfilms for this awesome video 🎥 taken in West loop, chicago by @uli_boom

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2 years ago

10 years ago we left the security of a career in public accounting to follow our passion, changing people’s trajectory & helping create generational wealth for themselves & loved ones.

Fast forward to today, I’m proud to share because of the trust of our amazing clients and the constant support from our family, friends, advocates, business partners, @executivelatinocouncil & our dedicated team, we’ve received the honor of being recognized as Top 100 Financial Security professional in the state…by the most prestigious publications in our industry @forbes.

Completely humbled and thankful. Looking forward to continuing the mission, bringing security, one conversation at a time…know our door will always be open… by @uli_boom

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2 years ago

I’ve spent my career helping people build their wealth.

But somewhere along the way, we realized the most powerful part of their story wasn’t what they built….
It was what they had to go through to build it.

The setbacks. The sacrifice. The moments nobody saw.

That’s what, The Legacy Room, is about.

🚨Episode 1: Drops: 10/15 🎙️

🎙️🎥 @thediegomgarcia @kaallliiii by @uli_boom

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10 days ago

One things for sure…we need more golf in our life ⛳️🇲🇽

Core memory ✅ @presidentscup taken in Medinah Country Club by @uli_boom

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10 days ago

As we set out to tell the stories of people building legacies. What I didn’t realize was that, in sharing theirs, I was creating my own.

Through carnage, there’s beauty.

#gentefina @gentefinachicago (love the cameo!) taken in Chicago Board of Trade Building by @uli_boom

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16 days ago

taken in Universal Studios, Orlando . Florida by @uli_boom

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2 months ago

Recently, we had the privilege of hosting our second annual recognition dinner as a Managing Director…& ohhh what a special night it was.

Special for this kid raised in Chicago. While it was a black tie reception in one of the most iconic skyscrapers in the world, it was also the place I had one of my first summer jobs. To this day, I remember admiring the “professionals” who stepped foot in that building daily, with me ushering them right up. Fast forward to today, we proudly host our team here, for their recognition, it doesn’t get any better than that.

Looking around the room, our team resembles the likes of a table at the United Nations. I was reminded that our strength comes from the diversity of our experiences represented at every table. Our team, a collection of Princeton graduates, former college athletes, law enforcement professionals, business owners, single parents, and first-generation professionals.

Different paths, one mission: Legacy.

As a Forbes-recognized team quickly approaching $300 million in assets we manage, our proudest achievement isn’t a number—it’s the trust we’ve earned and the relationships we’ve built along the way.

To our clients: thank you for allowing us to be part of some of life’s most important decisions. Whether you’ve been with us for decades or just recently joined us, your trust is something we never take for granted. We remain committed to serving you with integrity, care, and a long-term perspective.

To our advisors, I’m incredibly grateful for this team, the values that guide us, and the sacrifices we all take.

Each day is a building block for tomorrow. This journey can be done alone, however we are always…..always….

Stronger Together 💪🏽 by @uli_boom

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4 months ago

“Bigger than basketball for him, he created something, people showed up, he was a leader today”

Roman had a vision, and with his family and community, a gift was created. If you can dream it, we got your back.

Grateful to @lindseywaichulis of @petite.sweet.events for being the best, what a gem of a human for empowering my little human, and making this day come to life.

Get you a wifey, @jenruelas for being a beast and helping run the day. Our family & friends, thanks for the support even during all the chaos 💪🏽….

Start of something exciting, Stay Tuned….@young_kingz_sports by @uli_boom

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4 months ago

Pura Vida

Spring Break ‘26 😘 by @uli_boom

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6 months ago

Hello 2026 😉 by @uli_boom

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9 months ago